“There are dreamers and there are planners; the planners make their dreams come true.”
MaxFacts
Specialties
- Portfolio Management
- Financial Planning
- Legacy and Estate Management
Licenses & Designations
- Series 7, 66 through LPL Financial
- Accredited Asset Management Specialist®
- MI Life, Health and Variable Products
About Heather
I have worked in the financial securities industry since 1999. As an Accredited Asset Management Specialist®, I am dedicated to providing comprehensive financial planning services and customized portfolio management to investors. My focus is to truly listen to clients’ needs and concerns and then work closely with them to help define and establish a plan to work towards their financial goals. With ongoing monitoring of plans, I take pride in that clients feel confident and comfortable, knowing their financial matters are well cared for.
Outside of the office, I enjoy spending time with my husband and two children. We love to travel and explore new places. In the winter, you will likely see us on the slopes downhill skiing. And in the summer, anywhere near Michigan’s lakeshore!